VP, Trust Officer (Wealth Mgt)

📋 Description

• • As a Trust Officer, you will serve as a trusted advisor to high‑net‑worth clients, overseeing the administration of complex trust accounts and ensuring alignment with fiduciary standards, regulatory requirements, and each client’s long‑term financial objectives.
• • You will administer a portfolio of trusts, estates, and agency accounts in accordance with governing documents, state and federal regulations, and company policies, while serving as the primary relationship manager for clients and beneficiaries.
• • The organization is an independent trust company built on relationships, not transactions, serving clients across Southwest Florida and beyond with a boutique feel and institutional strength.
• • You will build deep, meaningful relationships while guiding clients, beneficiaries, and internal partners through the intricacies of trust management with clarity, professionalism, and care, and cultivate new business opportunities through exceptional service and community engagement.